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The Face of Generational Financial Planning

Introducing the Face of Generational Financial Planning. We are more than financial advisors; we’re your lifelong partners on the road to financial success. With a diverse team spanning various age groups, we’re uniquely positioned to cater to your family’s evolving needs. As the largest independent wealth management firm in Delaware, we offer private wealth solutions to select individuals and their families with the following services: Retirement Income Planning, Investment Management, Tax Planning*, and Estate Planning*. Secure your financial legacy today and let us be your trusted guides to generational wealth. Your future begins with us.

JAMES BAKER JR. CFP®
Senior Associate | Wealth Manager
ALLISON OBEREMBT
Financial Advisor
NEIL STALTER CFP®, CHFC®, RICP®, CBEC®
Associate Partner | Wealth Manager
302.366.0366 x 132
https://dsfg.com/our-team/neil-stalter/

*Please note that neither Diamond State Financial Group or Cetera Advisor Networks nor any of its agents or representatives give legal or tax advice. For complete details, consult with your tax advisor or attorney. **These activities are not investment advisory services. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance product s or accounts. These product recommendations are not part of the financial plan, and you are under no obligation to follow them. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 900 Prides Crossing, Newark, DE 19713

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